Morton Capital Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
11,516
-200
| -2% | -$9.46K | 0.1% | 69 |
|
|
2025
Q1 | $489K | Sell |
11,716
-691
| -6% | -$28.8K | 0.09% | 69 |
|
|
2024
Q4 | $545K | Buy |
12,407
+10
| +0.1% | +$439 | 0.1% | 66 |
|
|
2024
Q3 | $492K | Buy |
12,397
+2,360
| +24% | +$93.6K | 0.1% | 68 |
|
|
2024
Q2 | $399K | Hold |
10,037
| – | – | 0.09% | 67 |
|
|
2024
Q1 | $381K | Sell |
10,037
-591
| -6% | -$22.4K | 0.1% | 69 |
|
|
2023
Q4 | $358K | Buy |
10,628
+341
| +3% | +$11.5K | 0.11% | 70 |
|
|
2023
Q3 | $282K | Hold |
10,287
| – | – | 0.1% | 73 |
|
|
2023
Q2 | $295K | Hold |
10,287
| – | – | 0.1% | 72 |
|
|
2023
Q1 | $294K | Hold |
10,287
| – | – | 0.1% | 71 |
|
|
2022
Q4 | $341K | Hold |
10,287
| – | – | 0.13% | 63 |
|
|
2022
Q3 | $311K | Hold |
10,287
| – | – | 0.14% | 63 |
|
|
2022
Q2 | $320K | Sell |
10,287
-158
| -2% | -$4.92K | 0.14% | 64 |
|
|
2022
Q1 | $431K | Sell |
10,445
-157
| -1% | -$6.47K | 0.18% | 52 |
|
|
2021
Q4 | $472K | Buy |
+10,602
| New | +$472K | 0.19% | 51 |
|